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Individual & Family Tax Services

Tax planning for individuals

Are you paying more than you legitimately need to in taxes? Are you missing out on opportunities for legal tax deductions? Could you better diversify your assets in a way that will help you minimize taxes? If you’ve been asking yourself any of these questions, it’s time to work with an experienced certified public accountant.

The partners at Chandler & Knowles CPAs have been providing tax preparation and planning services for individuals and families for two decades, and our team is dedicated to helping our clients identify opportunities for saving their money and growing their wealth. If you have been searching for a comprehensive tax service contact us today.

Benefits of Tax Planning with Chandler & Knowles CPAs

When you first started paying taxes as a young working adult, the process may have been relatively straightforward: you filled out some paperwork, and if your employer had been withholding taxes throughout the year, you may have received a tax refund. As you go through life, however, taxes become complicated by major changes: you may change jobs and move into a different tax bracket, buy a house, get married, have children, and save money to put your kids through college. You may experience other unforeseeable events, such as inheriting a large sum of money or moving to another state for work. You also have to set aside money for your retirement.

As your circumstances change, it is important to understand how these changes can impact your taxes and how you can plan ahead to avoid paying more than you have to. Chandler & Knowles CPAs can work with you and your family to create individual tax planning strategies that will continue to benefit your financial world well into the future, not just this year.

At Chandler & Knowles CPAs, we stay on top of changes in tax law, codes, and regulations so that we can identify the best tax-saving opportunities for you and your family. We can assist you in advanced tax planning, including diversifying your assets, estate planning, creating irrevocable trusts, and coming up with strategies to limit taxes on retirement funds.

An individual tax accountant at our firm can help you identify opportunities for tax savings using the LEAP model, a ‘financial game board’ designed to help you identify growth opportunities, evaluate risks, and better understand how your financial assets work together. With this model, you can make smart tax planning decisions that will benefit you and your family over the long term.

Learn More about Our Individual Tax Services

If you need individual tax preparation or planning assistance, contact us, or visit either of our offices in Addison or Flower Mound, TX to learn more about our services. We are happy to assist you in preparing your annual income tax return, but we also have the expertise necessary to provide you with long-term and advanced tax planning strategies. Schedule an appointment with us today to take the first step towards planning a better financial future for you and your family.

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Client Testimonials:

"I recommend Chandler & Knowles CPA's without hesitation, and we look forward to working with Rochelle, Kristy and the rest of the C&K staff for another 7 years and beyond!"

~ Tony Rex, CEO of Medical Experts of Texas, P.A./Premier Inpatient Management Services, LLC

They are a great company to trust with all of your tax needs. They are good people and I enjoy my relationship with them. And it truly is a relationship, not just a service I use once a year.

~ Rick Schenck, UPS Business Owner

Great people. Effective. Efficient. Competent. Unlikely you would find a better, or even equal, CPA firm in the DFW Metroplex, and likely in the State.

~ Todd Benton

"The staff at Chandler & Knowles CPAs could not be better! They are always friendly, accommodating, and efficient. Their quick return/response time is greatly appreciated, as customer service is an uncommon practice during this day and time."

~ Tracy Richards

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